Wealth Associate, Global Investment Services

1 week ago

Sydney, New South Wales, Australia Westpac Banking Corporation Full time
Wealth Associate, Global Investment Services

  • Great Opportunity to build a career in Investment Services
  • Play a key role in supporting the day to day needs of our HNW clients
  • Join a high performing and supportive team

How will I help?
The relationships we have with our high-net-worth customers are one of the key cornerstones of our business.

The role of the Wealth Associate is to service the needs of our HNW clients and to support our Wealth Directors retain and grow new and existing GIS client relationships.

As a Wealth Associate you will play a key role in coordinating the delivery of our service proposition.

Your role will include the following:

  • Be the first point of contact for the day to day questions or queries of GIS Clients around their GIS portfolio.
  • Facilitate the efficient execution of GIS client needs through effective engagement of our service partners.
  • Set up and GIS Accounts for new clients. Assist with the administration of new offerings which includes sending Digital Investment Opportunities to clients and
- up.

What's in it for me?
Inspiring locations, modern workspaces and unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia.

For example, you'll be able to have access to some of the best banking, wealth and insurance benefits in the market, get paid fairly, and an entire suite of online learning and career planning tools so you can grow.


Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers.

This includes leave to organise adoptions, surrogacy, and foster care arrangements.

And we continue to pay your super contributions while you take all the time you need to get your new family settled.


What do I need?

As Wealth Associate, you will play a key role in supporting the Wealth Director to engage clients and ensure a consistent delivery of exceptional client experience is delivered.

Your finesse with relationship building will ensure a seamless experience for HNW clients and their portfolio management needs.

In addition, the below skills will be considered favourably:

  • Exposure to financial markets and investment solutions
  • Tertiary qualifications in a business
- or finance-related discipline (desirable)

  • Exceptional attention to detail

What's it like to work there?
We aim to provide one big, supportive team to help us achieve our purpose of creating better futures together. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills.

As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility.

And one where everyone belongs.

How do I apply?
To submit your interest in this position please click the
APPLY button.

Do you need reasonable adjustments during the recruitment process?


At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.

Job ID

  • Private Wealth Associate

    1 week ago

    Sydney, New South Wales, Australia RecruiTalent Full time

    ASX listed wealth management company Develop your administration & client service skills in Private Wealth Innovative, client centric and progressive businessLocated in the heart of Sydney's CBD, our client is a national, ASX listed company dedicated to providing Private Wealth services and investment solutions to High Net Worth clients. They work with their...

  • Investment Associate

    1 week ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    The role of Investment Associate is focused on supporting the creation and ongoing maintenance of investment content, collateral and supporting the communication of the Perpetual Private (PP) investment offering.Sounds interesting? Here are some specifics about the opportunity:Develop and maintain a thorough knowledge of financial markets, the wealth...

  • Associate, Infrastructure Investments

    1 week ago

    Sydney, New South Wales, Australia Brookfield Full time

    Associate, Infrastructure Investments page is loaded Associate, Infrastructure Investments Apply locations Sydney, New South Wales time type Full time posted on Posted Yesterday job requisition id R LocationSydney - 10 Carrington Street, Level 21Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield's primary operating groups. The...

  • Associate, Investment Services

    1 week ago

    Sydney, New South Wales, Australia Westpac Group Full time

    How will I help?The relationships we have with our high-net-worth customers are one of the key cornerstones of our business. In this role is a middle office function where you deal with internal and external stakeholders, including dealing with external administrator, custodian, CHESS sponsor, and fund managers.Working alongside our Investment Services Team,...

  • Investment Associate – Global Brand – Sydney

    1 week ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Globally renowned brand in special situations and debt investing with strong market presence and track record in the domestic market Global career opportunities Growing strategy with developing coverage of property and growth equity Our client is a leading, global, private investment firm with an exceptional track record and reputation in Australia. We are...

  • Private Wealth Associate

    1 week ago

    Sydney, New South Wales, Australia Bankwest Full time

    Private Wealth Associate - Sydney _(Mandarin/Chinese-language_- skills required)_About usThe Commonwealth Private Advisory team is responsible for the provision of wholesale investment services to the Bank's ultra-high and high net worth clients. Our Frontline Team is responsible for growing and managing client relationships to the highest possible...

  • Associate Director, Global Markets

    1 week ago

    Sydney, New South Wales, Australia NSW Government -Investment NSW Full time

    Associate Director, Global Markets (Americas) Join Investment NSW as we drive trade and investment attraction activities within the NSW Government, to maximise economic benefits and jobs growth for the citizens of NSW Clerk Grade 11/12 with a starting salary of $134,41 Permanent ongoing role based in SydneyAbout the RoleThe Global Markets team, within the...

  • Associate Director, Global Markets

    1 week ago

    Sydney, New South Wales, Australia NSW Government -Investment NSW Full time

    Associate Director, Global Markets (Greater China) Join Investment NSW as we drive trade and investment attraction activities within the NSW Government, to maximise economic benefits and jobs growth for the citizens of NSW Clerk Grade 11/12 with a starting salary of $134,41 Permanent ongoing role based in Sydney or Regional NSWAbout the RoleThe Global...

  • Associate - Wealth Management

    1 week ago

    Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

    Banking & Finance Stock Broking Sydney Permanent / Full TimeTop Tier Clients Excellent Career Opportunities Desk Assistant / Adviser Assistant / Paraplanner / Client Service Manager We are working with this leading Wealth Management firm who are seeking a driven and motivated individual to join their growing business. This role is an excellent opportunity...

  • Associate, Global Investment Banking

    1 week ago

    Sydney, New South Wales, Australia Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Associate Investment Specialist

    1 week ago

    Sydney, New South Wales, Australia Morningstar, Inc. Full time

    Make a difference to Australians' financial future Morningstar is seeking an Associate Investment Specialist to join our content team in Sydney. It's an exciting opportunity for an ambitious, inquisitive, selfdriven individual who seeks to join an established and respected champion for investors.The Opportunity:We are looking for someone to take Morningstar...

  • Graduate/Investment Analyst, Portfolio Solutions – Wealth Management

    1 week ago

    Sydney, New South Wales, Australia Marsh Pty Ltd Full time

    Mercer is seeking candidates for the following position based in our Sydney or Melbourne office:GraduateInvestment Analyst, Portfolio Solutions – Wealth ManagementWhat's in it for you?Join our Portfolio Solutions team If you have a passion for delivering industry-leading investment solutions, high quality comprehensive advice and a great client experience,...

  • Investment Associate – Global Private Equity – Sydney

    1 week ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Capability to invest across the capital stack from a range of global funds Exposure to a range of deal sizes and structures Work with market leading investors Our client is a well-known, global, alternative investment brand. Having opened their first office in Australia recently, the investment team has been highly active deploying capital across a variety...

  • Wealth Manager

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - SydneyThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth Manager

    1 week ago

    Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Associate, Infrastructure Investments

    1 week ago

    Sydney, New South Wales, Australia Brookfield Investment Management Australia Pty Ltd Full time

    LocationSydney - 10 Carrington Street, Level 21Business - InfrastructureBrookfield Infrastructure Group is one of Brookfield's primary operating groups. The Infrastructure Group is one of the world's largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group...

  • Wealth Management Client Onboarding Associate

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team.Responsibilities: Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new client...

  • Associate, Diligence Management, Real Estate

    1 week ago

    Sydney, New South Wales, Australia Brookfield Investment Management Australia Pty Ltd Full time

    Associate, Diligence Management, Real Estate page is loaded Associate, Diligence Management, Real Estate Apply locations Sydney - 10 Carrington Street, Level 21 Singapore time type Full time posted on Posted 2 Days Ago job requisition id R LocationSydney - 10 Carrington Street, Level 21 Brookfield Culture Brookfield has a unique and dynamic culture. We...

  • Investment Associate, Top Tier Global Private

    1 week ago

    Sydney, New South Wales, Australia Private Equity Recruitment Ltd Full time

    About our clientGlobally recognised as one of the top private equity funds, our client is looking for an investment banking or private equity analyst/associate with very strong modeling and analytical skills to join their team in Sydney.What the job involves You will be responsible for the qualitative and quantitative assessment of the buyout investment...

  • Associate – Alternative Investment Global Firm – Sydney

    1 week ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Institutional & Wholesale client focus Exposure to all asset classes & strategies Australia & Asia-Pacific region focus About the Company:Our client is a leading provider for alternative investments. With a global presence, their successful track record spans over 20years in providing innovative solutions for investors. Due to growth in their Sydney office,...